Productive
Run Resources, Projects, Finances — All in One Platform.
Executive Summary
Productive is an all-in-one agency management platform designed to streamline operations for agencies and consultancies. It integrates project management, resource planning, budgeting, invoicing, and reporting into a single platform. The platform enhances efficiency, visibility, and profitability by providing real-time insights into projects, finances, and team utilization.
Use Cases
- Streamlining agency operations and enhancing overall profitability.
- Efficiently managing projects, tasks, and team workflows from initiation to closure.
- Optimizing resource allocation, scheduling, and utilization across multiple projects.
- Accurately tracking time and expenses for precise client billing and financial reporting.
- Forecasting revenue and managing project budgets in real-time to prevent overruns.
- Centralizing client communication and feedback for improved collaboration and project delivery.
Features
Visibility
- Customizable Dashboards 2.0: Monitor KPIs like unpaid invoices, profit margins, and utilization rates with prebuilt or custom widgets.
- Multiple Project Views: Offers Kanban, List, Workload, Gantt charts, Table, Calendar, and Timeline views for flexible task and workflow management.
- Real-time Profitability Tracking: Provides live insights into project costs, revenue, and margins, enabling proactive financial management.
- Resource Workload Layout: Visualizes task distribution and team capacity with color-coded indicators for over- or under-utilization.
- Advanced Reporting: Access over 50 pre-built reports and create custom reports for comprehensive financial, utilization, and project management data.
Intelligence
- Productive AI: Utilizes OpenAI models for drafting content, translating, summarizing, and analyzing data to enhance efficiency.
- AI-Powered Report Generation: Generate reports and find specific data using natural language prompts, reducing manual effort.
- Automated Expense Autofill: Scans documents and automatically autofills expense forms using AI.
- No-code Automations: Customize automations to streamline repetitive workflows, such as triggering notifications based on task status.
- Revenue Forecasting & Scenario Builder: Predicts future revenue and allows for scenario planning to eliminate uncertainty in project planning.
Support
- Comprehensive Help Center: Provides guides, best practices, and how-to articles for self-service support.
- In-app Chat and Email Support: Users can contact the support team directly via an in-app help bubble or email.
- Productive Sessions & Webinars: Offers educational content, tips, and tricks for optimizing platform usage and business operations.
- API Documentation: Provides detailed documentation for developers to integrate with Productive's API.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- SSO, MFA
- API Available
- Yes
- MCP Server
- No
AI/ML Stack
- Machine Learning
- LLM
Integrations
- Slack
- QuickBooks
- Xero
- HubSpot
- Jira
Security & Compliance
Certifications: SOC 2 Type II
Encryption: Encryption just as in a bank
Pricing
- Model
- Per user/month, Tiered subscription (Essential, Professional, Ultimate, Enterprise)
- Starting Price
- Starting at $9/user/month (billed annually for Essential plan)
- Target Customer
- SMB to Enterprise (specifically agencies, consultancies, professional services)
- Contract Type
- Monthly or Annual (annual offers discount)
- Free Trial
- Yes, 14 days (credit card required)
About productive
Productive is a SaaS company offering an agency operating system that helps professional services and creative agencies manage projects, resources, time tracking, and financials. Their platform combines project management, resource planning, and invoicing to improve operational efficiency and profitability.